THE NOMMONTU FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE NOMMONTU FOUNDATION INC (EIN 31-1787455)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202001359349100540
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T12:37:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010720052 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON BROWN ARGIZ & FARRA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BRICKELL AVENUE 18TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311787455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NOMMONTU FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A MARISA MULLER CHARITABLE FOUNDATIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOMM | BusinessNameControlTxt |
| Phone | 3053492368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 GRAND BAY DRIVE NO 504 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISA MULLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3053492368 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEIF NOVIE CPA | PreparerPersonNm |
| PTIN | P00548257 | PTIN |
| Phone | 3053735500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.52.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 13:47:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9801012F5464228310CC225C00E798ED9DAA602 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,240,048 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,362,836 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,171 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,778 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,696,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $46 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,708 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,708 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,415 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $308,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $308,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,285,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,930,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,930,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,663,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,639,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,480,116 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,341,735 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $694,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $704,437 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,277,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,389,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,240,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,277,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,389,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,277,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,389,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,277,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,389,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,277,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,285,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,563,135 | SubtotalAmt |
| Other Decreases | $173,277 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,389,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| FIDUCIARY TRUST # 6100 | P | 2019-12-31 | $2,087 | -$2,087 | -$2,087 | |
| FIDUCIARY TRUST # 6100 | P | 2019-12-31 | $163,200 | $163,200 | $163,200 | |
| FIDUCIARY TRUST # 6100 - INHERITANCE | P | 2019-12-31 | $110,643 | -$335 | -$335 | $110,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,778 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,733,318 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045691 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $358,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,229,546 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049590 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $358,386 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,669,362 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053736 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $351,912 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,105,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049525 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $449,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,167,794 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062707 | DistributionYr5Rt |
| Total Distribution | 0.261249 | TotalDistributionRt |
| Average Distribution | 0.052250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,535,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,479 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $553,481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $363,054 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $115 | OverpaymentAmt |
| Applied To ES Tax | $115 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIDUCIARY TRUST | IndividualWithBooksNm |
| Phone | 3053492362 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 GRAND BAY DRIVE UNIT 504 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOYCE MULLER | ||||||||
| 445 GRAND BAY DRIVE UNIT 504 | KEY BISCAYNE | FL | 331491909 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARISA MULLER | ||||||||
| 445 GRAND BAY DRIVE UNIT 504 | KEY BISCAYNE | FL | 331491909 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,237,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,333,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $125,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,695,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,695,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,535,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,005 | TotalTaxAmt |
| Distributable Before Adj | $520,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $520,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $520,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $363,054 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $363,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $520,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $328,288 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $328,288 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $486,003 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | ||||||
| 5 PENN PLAZA 16 FL | NEW YORK | NY | 10001 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| AMREF USA | ||||||
| 4 WEST 43RD STREET 2ND FLOOR | NEW YORK | NY | 10036 | PUBLIC CHARITY | PROGRAM SUPPORT | $26,150 |
| BATONGA FOUNDATION | ||||||
| 1140 3RD ST NE STE 2016 | WASHINGTON | DC | 20002 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| CAMFED | ||||||
| 465 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| GLOBAL FUND FOR WOMEN | ||||||
| 800 MARKET STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10018 | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| INTERNATIONAL CRISIS GROUP | ||||||
| 708 3RD AVENUE SUITE 1705 | NEW YORK | NY | 10017 | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| RENAISSNACE CHARITABLE FOUNDATION | ||||||
| 6100 W 96TH ST STE 105 | INDIANAPOLIS | IN | 46278 | PUBLIC CHARITY | PROGRAM SUPPORT | $15,000 |
| TOSTAN | ||||||
| 2721 DECATUR PLACE NW | WASHINGTON | DC | 20008 | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||
| 2000 M STREET STE 200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| TRIBECA FILM INSTITUTE | ||||||
| 32 6TH AVE 27TH FLOOR | NEW YORK | NY | 10013 | PUBLIC CHARITY | PROGRAM SUPPORT | $50,000 |
| CHAPEL AND YORK FOUNDATION | ||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| PLUM VILLAGE COMMUNITY OF ENGAGED BUDDHISM | ||||||
| 2499 MELRU LANDE | ESONDIDO | CA | 92026 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| CHAPEL AND YORK FOUNDATION | ||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | PUBLIC CHARITY | PROGRAM SUPPORT | $12,400 |
| KING BAUDOUIN FOUNDATION INC | ||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| ENDEAVOR | ||||||
| 900 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | PUBLIC CHARITY | PROGRAM SUPPORT | $30,000 |
| AFRICA COMMUNITY EXCHANGE - TEACH FOR LIBERIA | ||||||
| PO BOX 444 | MIDLOTHIAN | VA | 23113 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| STARFISH INTERNATIONAL | ||||||
| 1983 VERMONT AVENUE 17 | LOS ANGELES | CA | 90027 | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $308,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,171 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,778 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CANINA LTD | |||||||||||
| 1 | CALLE LATENEU 11 | SA JUSTO DESVERN | SP | 08960 | $3,189,600 | Yes (X) | |||||
| JOYCE MULLER | |||||||||||
| 2 | $173,236 | 445 GRAND BAY DRIVE UNIT 504 | KEY BISCAYNE | FL | 33149 | Yes (X) | |||||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1,400 SHARES OF UNITED TECHNOLOGIES CORPORATION STOCK | NoncashPropertyDesc |
| Fair Market Value | $173,236 | FairMarketValueAmt |
| Received | 2019-08-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS PRIOR TO 2013. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDUCIARY TRUST COMPANY INTERNATIONAL | BondNm |
| EOY Book Value | $694,431 | EOYBookValueAmt |
| EOYFMV | $704,437 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDUCIARY TRUST COMPANY INTERNATIONAL | StockNm |
| EOY Book Value | $5,639,932 | EOYBookValueAmt |
| EOYFMV | $9,480,116 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $125,000 | BookValueAmt |
| EOYFMV | $125,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Legal Fees | $61 | LegalFeesAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC DIFFERENCE | $2,183 |
| DIFFERENCE IN COST AND FAIR MARKET VALUE OF DONATED PROPERTY | $171,094 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHILANTHROPY WORKSHOPS | Desc |
| Revenue And Expenses Per Books | $20,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,000 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $61,415 | Amt |
| Net Investment Income | $30,708 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,708 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $1,415 | $1,415 | $0 |
| 990-PF TAX PAYMENTS | $14,567 | $0 | $0 |
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